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NewEdge Wealth’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

NewEdge Wealth’s Portfolio IGV Stock Details IGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$292K Sell
3,643
-561
-13% -$49.7K ﹤0.01% 971
2025
Q4 		$444K Buy
+4,204
New +$462K 0.01% 892

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

NewEdge Wealth's IGV Position: Q1 2026 in Review

NewEdge Wealth reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 13% in Q1 2026, selling an estimated $49.7K and leaving 3,643 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

NewEdge Wealth first reported a position in IGV in Q4 2025 and has held it in 2 quarters since. The position peaked at $444K in Q4 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • NewEdge Wealth held 3,643 shares of iShares Expanded Tech-Software Sector ETF worth $292K as of Q1 2026.
  • NewEdge Wealth sold 561 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $49.7K.
  • iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #971 holding.
  • NewEdge Wealth first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2025 and has held it in 2 quarters since.
  • NewEdge Wealth's iShares Expanded Tech-Software Sector ETF position peaked at $444K in Q4 2025.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.